See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,012 | $176,056-57.4% | $159,436-53.0% | $167,490-55.2% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 15.82% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $4,352 | $5,297-17.8% | $4,829-9.9% | $4,837-10.0% |
| Participant deferral / active EE | $13,444 | $7,750+73.5% | $7,352+82.9% | $6,341+112.0% |
| Admin fee / account holder | $2,766 | $12,554-78.0% | $10,799-74.4% | $12,309-77.5% |